Mark B. Degner

OSAIC WEALTH | Financial Advisor

Medford, OR 97504

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CRD#: 2364726

Professional summary

Mark Brian Degner is a registered financial advisor currently at OSAIC WEALTH, INC. located in Medford, Oregon.

Mark is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1993. Mark has worked at 6 firms and has passed the Series 66, Series 65, Series 63, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1. Real Estate Ownership; Commercial; 3600 Terminal Spur Rd. Medford OR 97504, ,; Investment-Related; 12/01/2004 / Single Family; 83 Kee Lane, Shady Cove OR. 97539, ,; Investment-Related; 09/01/2005 / Lot/Land; 50 Brophy Way, Shady Cove OR 97539. Lot is 1.81 acres with a 720, ,; Investment-Related; 07/03/2017 / Single Family; 576 Mountain View DR, , Central Point, OR, 97502; Not Investment-Related; 04/29/2019 / Lot/Land; Mill Creek Rd., Tax lot 1000, Prospect, OR, 97536; Investment-Related; 08/04/2023. Business Ownership; MBD Properties LLC; ; LLC to hold existing properties; 3523 Arrowhead Dr. Suite #101Medford OR 97504, ,; Investment-Related; 09/18/2017; 1 to 9 hours per month; 0 during trading hours. 2. MBD PROPERTIES LLC POSITION: 100% shareholder NATURE: a LLC formed to hold real estate INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2016 ADDRESS: 3369 Crater Lake Hwy, PO box 1585, Medford OR 97504, United States DESCRIPTION: a shell LLC to hold properties. each property has been separately disclosed as a OBA 3. MILL CREEK DR POSITION: sole proprietor NATURE: sole proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2023 ADDRESS: Mill Creek Dr, PO box 1585, Prospect OR 97539, United States DESCRIPTION: oversee bare property and developing a homesite 4. MARK DEGNER POSITION: owner NATURE: Sole proprietorship, rental single family residence. INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2005 ADDRESS: 83 Kee Lane, PO box 1585, Shady Cove OR 97539, United States DESCRIPTION: oversee property as landlord 5. MARK DEGNER POSITION: owner NATURE: Sole Proprietor INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 12/01/2004 ADDRESS: 3600 Terminal Spur Rd., Medford OR 97504, United States DESCRIPTION: To oversee the property as the landlord for FedEx, the tenant 6. MARK DEGNER POSITION: owner NATURE: rental Single family residence INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2017 ADDRESS: 81 Kee Lane, PO Box 1585, Shady Cove OR 97539, United States DESCRIPTION: oversee property as landlord 7. MARK DEGNER POSITION: owner NATURE: a commercial warehouse divided into 3 spaces, separately rented INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2017 ADDRESS: 50 Brophy Ln, PO Box 1585, Shady Cove OR 97539, United States DESCRIPTION: oversee property as landlord

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mark Brian Degner's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

CRS (Client Relationship Summary) - BD

Click below to view Mark Brian Degner's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

October 6, 2025 - Present

OSAIC WEALTH, INC.

Office #1: 1200 Mira Mar Ave, Medford, OR 97504Office #2: 3369 Crater Lake Hwy Suite 101, Medford, OR 97504

RIA

CRD#: 23131

Medford, OR

Current

October 6, 2025 - Present

OSAIC WEALTH, INC.

Office #1: 1200 Mira Mar Ave, Medford, OR 97504Office #2: 3369 Crater Lake Hwy Suite 101, Medford, OR 97504

RIA

CRD#: 23131

Medford, OR

Past

March 31, 2017 - October 8, 2025

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

Medford, OR

Past

March 31, 2017 - October 8, 2025

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

Medford, OR

Past

April 23, 2003 - April 11, 2017

LPL FINANCIAL LLC

RIA

CRD#: 6413

MEDFORD, OR

Past

February 26, 1999 - April 11, 2017

LPL FINANCIAL LLC

CRD#: 6413

MEDFORD, OR

Past

April 24, 1995 - March 2, 1999

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

NEW YORK, NY

Past

July 31, 1993 - March 9, 1995

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

NEW YORK, NY

Past

July 8, 1993 - July 31, 1993

LEHMAN BROTHERS INC.

CRD#: 7506

NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

OSAIC WEALTH, INC.

CRD#: 23131 / SEC#: 801-54859, 8-40218

RIA

Registered Investment Advisory firm - SEC (9/10/1997 Approved)

Broker-Dealer Firm Regulated by FINRA (Denver district office)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Alabama
(10/6/2025)

Arizona
(10/6/2025)

California
(10/6/2025)

Colorado
(10/6/2025)

Florida
(10/6/2025)

Idaho
(10/8/2025)

Iowa
(10/15/2025)

Minnesota
(10/6/2025)

Nevada
(10/10/2025)

North Carolina
(10/10/2025)

Oregon
(10/6/2025)

IAR

Oregon
(10/9/2025)

Pennsylvania
(10/6/2025)

South Carolina
(10/16/2025)

Texas
(10/6/2025)

IAR

Texas
(10/6/2025)

Utah
(10/6/2025)

Virginia
(10/6/2025)

Washington
(10/6/2025)

Wyoming
(10/6/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 4/25/2003

Uniform Combined State Law Examination

State Security Law Exam

IAR

Series 65

Date: 7/9/1993

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 7/9/1993

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 7/7/1993

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 6/1/1999

General Securities Principal Examination

SRO Registrations

FINRA

Current Firm

OSAIC WEALTH, INC.

CRD#: 23131 / SEC#: 801-54859, 8-40218

RIA

Registered Investment Advisory firm - SEC (9/10/1997 Approved)

Broker-Dealer Firm Regulated by FINRA (Denver district office)

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Contact information

Main Address

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255

Mailing Address

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255

Phone number

(800) 821-5100

Established

Delaware since 08/05/1988

Firm type

Corporation

Fiscal year end

December

Firm Size

Large

# of Employees

8,717

SEC notice filing (53 States and Territories)

FINRA licenses (53 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Customer Relationship Summary (CRS / FINRA)

Latest Form ADV

Part 2 Brochures

OSAIC WEALTH, INC ADV PART 2A (10/20/2025)

SIGNATOR MANAGED ACCOUNT PLATFORM (3/31/2025)

Direct owners and executive officers

Name	Position	CRD#
OSAIC, INC.	SHAREHOLDER
CORNICK, GREGORY ALLEN	CEO, PRESIDENT, DIRECTOR	3132991
FORD, ERINN JUNE	DIRECTOR	2176816
MIHAL, SHAWN MICHAEL	SVP, CHIEF COMPLIANCE OFFICER	3262384
MITCHELL, CHRISTOPHER MILLS	CORPORATE TREASURER, FINANCIAL PRINCIPAL	2420144
PRICE, JAMES DALE	CHAIRMAN	1243224
SCHLUETER, MATTHEW ADAM	EVP, OPERATIONS AND TECHNOLOGY SOLUTIONS, DIRECTOR	2627931

Regulatory assets under management

Total Number of Accounts	797,559
AUM (Assets Under Management)	$ 200,266,275,275

Disclosures

Regulatory Event	50
Arbitration	31
Bond	7

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
11/14/2025	Cover Page	Report
12/18/2024	Cover Page	Report
01/26/2024	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

(xxx) xxx-xxxx

xxxxx@xxxx.xxx

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Advisor Monitoring

Firm Stability Insights

Mark B. Degner

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mark Brian Degner's CRS (Customer Relationship Summary).

CRS (Client Relationship Summary) - BD

Click below to view Mark Brian Degner's CRS (Customer Relationship Summary).

Certified licenses

Experience

OSAIC WEALTH, INC.

AMERIPRISE FINANCIAL SERVICES, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

LPL FINANCIAL LLC

LPL FINANCIAL LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CITIGROUP GLOBAL MARKETS INC.

LEHMAN BROTHERS INC.

Primary Firm SEC Registration

OSAIC WEALTH, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 4/25/2003

Series 65

Date: 7/9/1993

Series 63

Date: 7/9/1993

SIE

Date: 10/1/2018

Series 7

Date: 7/7/1993

Series 24

Date: 6/1/1999

FINRA

Current Firm

OSAIC WEALTH, INC.

Contact information

SEC notice filing (53 States and Territories)

FINRA licenses (53 States and Territories)

Documents

Part 2 Brochures

Direct owners and executive officers

Regulatory assets under management

Disclosures

Accountant surprise examination report

Red Flags

Company Information

OSAIC WEALTH, INC.

TRUST BUT VERIFY

Contact information

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